Up Strategic Wealth Investment Advisors LLC Vanguard S&P Small Cap 600 ETF Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $112 Billion
  • Q1 2025

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 3,155 shares of VIOO stock, worth $324,270. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,155
Previous 3,155 -0.0%
Holding current value
$324,270
Previous $335 Million 8.99%
% of portfolio
0.27%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$105.45 - $117.99 $82,145 - $91,914
-779 Reduced 19.8%
3,155 $335 Million
Q2 2024

Aug 12, 2024
BUY
$93.69 - $101.79 $44,034 - $47,841
470 Added 13.57%
3,934 $386 Million
Q1 2024

May 15, 2024
SELL
$93.69 - $101.5 $17,051 - $18,473
-182 Reduced 4.99%
3,464 $352 Million
Q4 2023

Feb 13, 2024
BUY
$81.22 - $100.75 $296,128 - $367,334
3,646 New
3,646 $362 Million

Others Institutions Holding VIOO

# of Institutions
369
Shares Held
13.5M
Call Options Held
3.4K
Put Options Held
600
View Full List

About VANGUARD S&P SMALL CAP 600 ETF

VIOO Quotes by TradingView
  • Ticker VIOO
  • Sector ETFs
  • Industry ETFs
More about VIOO
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